MCBVX
MFS Mid Cap Value Fund Class B
Mutual fund
$30.77+0.15 (+0.49%)Close Oct 2, 2026
Oct 31, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $78,873
- CAGR
- +8.64%
- Max drawdown
- −60.31%
- Sharpe ratio
- 0.52
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.94%
- 3M
- −3.06%
- 6M
- +7.93%
- YTD
- +9.50%
- 1Y
- +10.43%
- 3Y
- +13.62%
- 5Y
- +7.31%
- 10Y
- +8.88%
- 15Y
- +11.08%
- 20Y
- +7.97%
- Since 2001
- +8.64%
Metrics
Since 2001| Volatility | 20.02% |
|---|---|
| Sortino ratio | 0.72 |
| Calmar ratio | 0.14 |
| Best year, 2009 | +38.90% |
| Worst year, 2008 | −42.35% |
| Positive years | 18 of 24 |
| Longest drawdown | 5.3 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −60.3% | Jun 2007 | Mar 2009 | Sep 2012 | 5.3 years |
| −42.8% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −32.9% | Apr 2002 | Oct 2002 | Nov 2003 | 1.5 years |
| −21.3% | Nov 2024 | Apr 2025 | Jan 2026 | 1.1 years |
| −20.9% | Sep 2018 | Dec 2018 | May 2019 | 7 months |
Annual returns
2001 from Oct 31 · 2026 through Oct 2